CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$1M
3
+$985K
4
META icon
Meta Platforms (Facebook)
META
+$826K
5
CF icon
CF Industries
CF
+$796K

Top Sells

1
+$1.3M
2
+$978K
3
+$969K
4
FFIV icon
F5
FFIV
+$951K
5
SLB icon
SLB Ltd
SLB
+$886K

Sector Composition

1 Technology 11.51%
2 Financials 8.2%
3 Healthcare 8.11%
4 Communication Services 7.27%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.12%
2,891
152
$239K 0.12%
+5,835
153
$235K 0.12%
6,623
+1,416
154
$233K 0.11%
+5,996
155
$230K 0.11%
4,468
156
$229K 0.11%
+1,479
157
$226K 0.11%
+15,990
158
$222K 0.11%
3,690
+129
159
$213K 0.1%
+14,769
160
$210K 0.1%
4,802
-1,601
161
$209K 0.1%
33,177
162
$208K 0.1%
3,961
163
$203K 0.1%
12,237
164
$202K 0.1%
18,645
+651
165
$201K 0.1%
4,081
+126
166
$201K 0.1%
8,441
167
$196K 0.1%
21,242
-20,000
168
$182K 0.09%
15,169
169
$170K 0.08%
+13,706
170
$167K 0.08%
+33,324
171
$158K 0.08%
10,940
172
$156K 0.08%
12,914
173
$153K 0.07%
11,785
174
$149K 0.07%
14,391
175
$142K 0.07%
20,791
+717
5 6
7
8 9